AMON G CARTER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMON G CARTER FOUNDATION (EIN 75-6000331)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349107371
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:25:36-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 Main Street Suite 2000 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756000331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amon G Carter Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAMARA DEAN | InCareOfNm |
| Business Name Control | AMON | BusinessNameControlTxt |
| Phone | 8173322783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Main Street Suite 1945 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761023114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMARA DEAN | PersonNm |
| Person Title | ASST SEC/TREAS | PersonTitleTxt |
| Phone | 8173322783 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TAMARA | PersonFirstNm |
| Person Last | DEAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Noelle Alberto | PreparerPersonNm |
| PTIN | P01704142 | PTIN |
| Phone | 8173322301 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $746,491,188 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $540,156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $540,156 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,789,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,785,940 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $51,239 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $51,239 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$7,855 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $28,713,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,814,785 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,110,627 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,553,569 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,327,258 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,647,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,815,220 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,040,130 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $312,594 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $727,536 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $204,422 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $127,051 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $77,371 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $133,245 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $67,892 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $65,352 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,849 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,849 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,427 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,454 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $52,973 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,364,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,290,785 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $73,715 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,826,339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,910,309 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $576,011 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $565,643 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $107,554 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $36,714 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $70,840 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,325 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,325 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $825,634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $744,130 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,544 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,166,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,090,746 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,130,331 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,718,566 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,718,566 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,885,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,090,746 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,848,897 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,762,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,724,474 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,811,583 | CashBOYAmt |
| Cash EOY | $4,394,415 | CashEOYAmt |
| Cash EOYFMV | $4,394,415 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,566,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,738,705 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,738,705 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $755,299 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $442,355 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $182,457 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $226,790,569 | CorporateStockBOYAmt |
| Corporate Stock EOY | $248,339,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $385,876,023 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $504,393 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $466,937 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $272,882 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $31,063,481 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $23,221,519 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $8,405,742 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $7,841,962 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $54,811,765 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $1,000,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,000,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,000,000 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $151,457,125 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $158,654,842 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $250,667,670 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,881,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,632,138 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $214,203 | LandBOYAmt |
| Land EOY | $249,727 | LandEOYAmt |
| Land EOYFMV | $75,628 | LandEOYFMVAmt |
| Other Assets BOY | $56,933,784 | OtherAssetsBOYAmt |
| Other Assets EOY | $57,144,460 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $471,643 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $513,439,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $527,273,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $746,491,188 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $71,230 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,230 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $431,149,185 | CapitalStockBOYAmt |
| Capital Stock EOY | $431,142,413 | CapitalStockEOYAmt |
| Retained Earning BOY | $82,290,097 | RetainedEarningBOYAmt |
| Retained Earning EOY | $96,059,474 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $513,439,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $527,201,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $513,439,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $527,273,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $513,439,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,762,605 | ExcessRevenueOverExpensesAmt |
| Subtotal | $527,201,887 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $527,201,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM GAIN (LOSS) | P | 2021-12-31 | 2022-12-31 | $67,395,614 | $42,844,631 | $24,550,983 | $24,550,983 |
| SHORT TERM GAIN (LOSS) | 2022-01-01 | 2022-12-31 | $11,816,585 | $9,256,941 | $2,559,644 | $2,559,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,110,627 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $663,370 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $663,370 | SubtotalAmt |
| Tax Based On Investment Income | $663,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,127,016 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,127,016 | TotalPaymentsAndCreditsAmt |
| Overpayment | $463,646 | OverpaymentAmt |
| Applied To ES Tax | $463,646 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.agcf.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMARA DEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173322783 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN ST SUITE 1945 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mark L Johnson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | President | 5.0 | $0 | $0 | $0 |
| Sheila B Johnson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Secretary | 5.0 | $0 | $0 | $0 |
| Kate Johnson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Treasurer | 5.0 | $0 | $0 | $0 |
| Tamara H Dean | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Assistant Secretary/Treasurer | 45.0 | $230,700 | $58,842 | $0 |
| John H Robinson | ||||||||
| 201 Main Street Suite 1945 | Fort Worth | TX | 761023114 | Executive Vice President | 50.0 | $678,500 | $60,088 | $12,000 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CHAD M MCNEAL | ||||||||
| 201 MAIN ST SUITE 1945 | FORT WORTH | TX | 76102 | SENIOR V.P. | 45.0 | $125,422 | $43,204 | $0 |
| MELYNDA WALLACE | ||||||||
| 201 MAIN ST SUITE 1945 | FORT WORTH | TX | 76102 | EXECUTIVE ASSISTANT | 37.5 | $79,000 | $42,884 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Fisher Investments | |||||
| 13100 Skyline Blvd | WOODSIDE | CA | 94062 | Investment Mgmnt | $1,364,286 |
| Conatser Construction TX | |||||
| 5327 Wichita St | FORT WORTH | TX | 76119 | Construction | $144,747 |
| LKCM | |||||
| 301 Commerce St Ste 1600 | FORT WORTH | TX | 76102 | Investment Mgmnt | $900,188 |
| Bank of America | |||||
| 301 Commerce Street | FORT WORTH | TX | 76102 | Oil & Gas Admin Fees | $570,875 |
| CITY OF FORT WORTH | |||||
| 200 TEXAS ST | FORT WORTH | TX | 76102 | CONSTRUCTION | $257,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $445,944,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,802,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $263,081,488 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $767,828,810 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $1,097,103 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $767,828,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,517,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $756,311,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,815,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,815,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $663,370 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $252,443 | IncomeTaxAmt |
| Total Tax | $915,813 | TotalTaxAmt |
| Distributable Before Adj | $36,899,756 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,899,756 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,899,756 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,848,897 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $34,848,897 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,899,756 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,206,093 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,763,894 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $10,969,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,848,897 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $34,848,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,050,859 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,050,859 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,919,128 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,919,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,155,234 | ExcessFromYear4Amt |
| Excess From Year2 | $4,763,894 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mr John H Robinson | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1036 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761011036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173322783 | RecipientPhoneNum |
| Form And Info And Materials | Initial approach letter, one copy of proposal | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY LOCAL GIVING TO SUPPORT BENEVOLENT, CHARITABLE, AND EDUCATIONAL UNDERTAKINGS, THE PURPOSE OF WHICH IS CHARITABLE, LITERACY OR EDUCATIONAL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached Schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1036 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable, literacy, or educational | GrantOrContributionPurposeTxt |
| Amt | $33,718,566 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,718,566 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached Schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1036 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable, literacy, or educational | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,785,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $540,156 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,490 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,785,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $51,239 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,602,586 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,110,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OIL AND GAS ROYALTIES | 15 | $18,693,028 | ||
| MISCELLANEOUS INCOME | 18 | $2,481 | ||
| FROM PASS-THROUGH ACTIVITIES (LOSS) | 18 | -$1,873,131 | 901101 | -$268,809 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,337,267 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,310,340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,647,607 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (true) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (4 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| DOWNTOWN FORT WORTH | ||
| 1b(6) | $2,000 | PAYMENT OF MEMBERSHIP DUES |
| FT WORTH CHAMBER OF | ||
| 1b(6) | $3,163 | PAYMENT OF MEMBERSHIP DUES |
| TSCPA | ||
| 1b(6) | $90 | PAYMENT OF MEMBERSHIP DUES |
| AICPA | ||
| 1b(6) | $315 | PAYMENT OF MEMBERSHIP DUES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $80,427 | Amt |
| Net Investment Income | $27,454 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,973 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,849 | LegalFeesAmt |
| Net Investment Income | $6,849 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL EXCISE TAX | $71,948 | $463,646 | $463,646 |
| CLUB MEMBERSHIP | $5,000 | $5,000 | $5,000 |
| MISCELLANEOUS ASSET | $2,997 | $2,997 | $2,997 |
| AMON CARTER MUSEUM | $56,422,817 | $56,422,817 | |
| WATER GARDEN FILM | $250,000 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $27,176 | $9,355 | $17,821 |
| INFORMATION TECHNOLOGY | $12,512 | $4,271 | $8,241 |
| INSURANCE | $27,260 | $9,305 | $17,955 |
| MISCELLANEOUS | $20,052 | $12,429 | $7,623 |
| NON-DEDUCTIBLE EXPENSES | $7,377 | ||
| MAINTENANCE | $17,970 | $5,544 | $8,700 |
| MEALS AND ENTERTAINMENT | $15,715 | $5,959 | $1,899 |
| SPECIAL FEES | $584,871 | $584,566 | $305 |
| CUSTODY FEES | $112,701 | $112,701 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Income | $2,481 | $2,481 |
| Royalties | $18,693,028 | $18,693,028 |
| From pass-through activities (loss) | -$2,141,940 | -$2,368,251 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $71,230 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT ADMINISTRATIVE EXPENSES | $37,419 | $37,419 | |
| INVESTMENT ADVISORY FEES | $2,264,474 | $2,264,474 | |
| COMPUTER CONSULTING | $43,220 | $28,467 | $14,753 |
| RETIREMENT PLAN CONSULTING | $11,888 | $7,830 | $4,058 |
| REAL ESTATE CONSULTING | $7,499 | $7,499 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | See Schedule 17 | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PRODUCTION TAX | $824,361 | $824,361 |
| REAL ESTATE TAX | $58,855 | $58,855 |
| STATE TAXES | $477 | |
| AD VALOREM TAX | $1,027,093 | $1,027,093 |
| FEDERAL EXCISE TAX | $663,301 | |
| FEDERAL INCOME TAX | $252,252 |